Latest Institutional Purchases of Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This list provides information on the latest institutional transactions involving Pimco ETF Tr Sht Term Mun Bd A (SMMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
584KNew |
$29.1M - $29.5M
|
584K
$29.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
188KNew |
$9.33M - $9.46M
|
188K
$9.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
157K+ 16.2% |
$7.8M - $7.91M
|
1.12M
$56.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
125KNew |
$6.22M - $6.31M
|
125K
$6.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
90.6K+ 171.16% |
$4.51M - $4.57M
|
144K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
78.1KNew |
$3.88M - $3.94M
|
78.1K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
68.3KNew |
$3.39M - $3.44M
|
68.3K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.7K+ 12.23% |
$3.17M - $3.21M
|
585K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
59.4KNew |
$2.96M - $3M
|
59.4K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
50.3KNew |
$2.5M - $2.54M
|
50.3K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43.8K+ 11.27% |
$2.18M - $2.21M
|
432K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
40.7KNew |
$2.02M - $2.05M
|
40.7K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37.8K+ 151.65% |
$1.88M - $1.91M
|
62.8K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
35.8K+ 143.45% |
$1.78M - $1.8M
|
60.7K
$3.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.8K+ 5.48% |
$1.68M - $1.71M
|
652K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.8K+ 3.42% |
$1.43M - $1.45M
|
872K
$43.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
19.6KNew |
$973K - $986K
|
19.6K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
15.5KNew |
$768K - $779K
|
15.5K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.1KNew |
$749K - $759K
|
15.1K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
14KNew |
$698K - $707K
|
14K
$704K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
14KNew |
$694K - $704K
|
14K
$700K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13.7KNew |
$683K - $693K
|
13.7K
$689K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.4K+ 16.93% |
$664K - $673K
|
92.2K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 56.11% |
$637K - $646K
|
35.6K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.4K+ 62.17% |
$617K - $626K
|
32.4K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 3.04% |
$557K - $565K
|
379K
$19M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.1KNew |
$554K - $562K
|
11.1K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
10.9K+ 58.56% |
$541K - $549K
|
29.5K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
10.5KNew |
$524K - $531K
|
10.5K
$529K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.5KNew |
$523K - $530K
|
10.5K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10.5KNew |
$523K - $530K
|
10.5K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.86KNew |
$441K - $447K
|
8.86K
$444K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
8.78KNew |
$437K - $443K
|
8.78K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.5K+ 35.66% |
$423K - $429K
|
32.3K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.34K+ 3.47% |
$415K - $421K
|
248K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
7.01KNew |
$349K - $354K
|
7.01K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.55K+ 27.38% |
$326K - $331K
|
30.5K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.25K+ 14.98% |
$311K - $315K
|
48K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.06K+ 4.93% |
$301K - $306K
|
129K
$6.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.81KNew |
$289K - $293K
|
5.81K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.74K+ 22.76% |
$286K - $290K
|
31K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.64KNew |
$280K - $284K
|
5.64K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.56KNew |
$277K - $280K
|
5.56K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.44KNew |
$271K - $275K
|
5.44K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
5.39KNew |
$268K - $272K
|
5.39K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.12K+ 84.8% |
$255K - $258K
|
11.2K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.73KNew |
$235K - $239K
|
4.73K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.4K+ 10.47% |
$219K - $222K
|
46.4K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
4.27K+ 7.03% |
$212K - $215K
|
65K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.26KNew |
$212K - $215K
|
4.26K
$214K
|